Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2020 · filed Aug 14, 2020
| META META PLATFORMS INC-CLASS A | 23.5% | Added +5.8% | 640,771 | $145.5M |
| SMARGBP SMARTSHEET INC-CLASS A | 13.5% | New | 1,635,037 | $83.3M |
| WIX WIX.COM LTD | 13.1% | Reduced −43.0% | 316,348 | $81.1M |
| GOOG ALPHABET INC-CL C | 10.5% | Reduced −1.8% | 45,948 | $65.0M |
| UPWK UPWORK INC | 8.8% | New | 3,786,489 | $54.7M |
| PYPL PAYPAL HOLDINGS INC | 7.0% | Reduced −1.8% | 248,927 | $43.4M |
| ROKU ROKU INC | 6.4% | Reduced −30.5% | 342,401 | $39.9M |
| AVLRUSD AVALARA INC | 6.2% | Reduced −58.5% | 287,138 | $38.2M |
| AYXEUR ALTERYX INC - CLASS A | 5.7% | Reduced −37.6% | 212,858 | $35.0M |
| DESP1EUR DESPEGAR.COM CORP | 5.3% | Reduced −22.0% | 4,592,541 | $33.0M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.